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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,387 | $56,431+81.4% | $130,788-21.7% | $87,485+17.0% |
| Participation rate | 68.2% | 58.9%+9.2pp | 70.1%-1.9pp | 68.9%-0.7pp |
| Annual return | 17.96% | 91.27%-73.3pp | 386.44%-368.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $4,130 | $1,549+166.6% | $3,558+16.1% | $2,596+59.1% |
| Participant deferral / active EE | $6,914 | $2,749+151.5% | $4,137+67.1% | $4,274+61.8% |
| Admin fee / account holder | $5,118 | $4,433+15.5% | $6,673-23.3% | $7,775-34.2% |